KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.31M
3
+$3.17M
4
HBI icon
Hanesbrands
HBI
+$1.91M
5
BA icon
Boeing
BA
+$1.23M

Top Sells

1
+$8.66M
2
+$3.86M
3
+$1.77M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.01M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27K 0.01%
334
277
$27K 0.01%
510
278
$27K 0.01%
292
-280
279
$27K 0.01%
275
280
$27K 0.01%
810
281
$27K 0.01%
1,544
-1
282
$26K 0.01%
2,000
283
$26K 0.01%
353
+65
284
$26K 0.01%
640
285
$26K 0.01%
525
286
$26K 0.01%
300
-247
287
$25K 0.01%
693
288
$25K 0.01%
641
+24
289
$25K 0.01%
600
290
$25K 0.01%
376
291
$25K 0.01%
250
292
$25K 0.01%
465
293
$24K 0.01%
960
294
$24K 0.01%
530
295
$24K 0.01%
1,350
296
$23K 0.01%
575
297
$23K 0.01%
+130
298
$23K 0.01%
240
299
$23K 0.01%
654
300
$23K 0.01%
+460
10 11
12
13 14